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Home > Retirement Planners > tennessee > brentwood > J. MARK NICKELL & CO.
J. MARK NICKELL & CO.
109 Westpark Drive
Suite 350
Brentwood, Tennessee 37027
Tel: 615-371-6622
About J. MARK NICKELL & CO.
J MARK NICKELL & CO, formally registered with the SEC as J MARK NICKELL & CO. The firm was established in 05/26/2021. They have over 1 offices throughout the country.
J. MARK NICKELL & CO. is a Brentwood, Tennessee based Financial Planning firm with nearly $120,753,504 assets under management, offering retirement planning & investment advisory services to 169 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111635 |
| SEC# | 801-121304 |
| Assets Managed by Firm | $120,753,504 |
| No. of Clients | 169 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (GENERAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 169 | $120,753,504 |
| Individuals (other than high net worth individuals) | 8 | $4,833,920 |
| High net worth individuals | 37 | $102,399,345 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,850,810 |
| Corporations or other businesses | Fewer than 5 clients | $56,700 |
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